Manuka Financial, LLC

RICHMOND, VA · CIK 2049064 · 13F filing filed 2026-07-31

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyRichmond, VA

$192.6m reported value +19.0% vs Q1 2026

55positions

71.3%in top 10

3 new 24 added 3 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	120,269	$44.5m23.10%	23.10%	Added +5.6k	+5,614 4.9%
2	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	361,433	$30.9m16.04%	16.04%	Added +2.6k	+2,573 0.7%
3	NVIDIA CORPORATION COM NVDA	NVDA	74,431	$14.9m7.73%	7.73%	Added +5	+5 0.0%
4	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	110,133	$7.8m4.07%	4.07%	Added +8.9k	+8,943 8.8%
5	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	96,894	$7.1m3.69%	3.69%	Added +14.9k	+14,856 18.1%
6	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	79,676	$6.9m3.56%	3.56%	Added +1.4k	+1,436 1.8%
7	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	139,507	$6.8m3.51%	3.51%	Added +21.5k	+21,516 18.2%
8	VANGUARD INDEX FDS VALUE ETF VTV	VTV	28,972	$6.3m3.28%	3.28%	Added +278	+278 1.0%
9	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	122,798	$6.2m3.20%	3.20%	Added +16.9k	+16,894 15.9%
10	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	63,521	$6.1m3.15%	3.15%	Unchanged
11	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	66,269	$5.2m2.68%	2.68%	Reduced -4.1k	-4,095 -5.8%
12	VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL VBIL	VBIL	68,054	$5.2m2.67%	2.67%	New
13	EXXON MOBIL CORP COM XOM	XOM	35,488	$4.9m2.52%	2.52%	Unchanged
14	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	61,565	$3.7m1.91%	1.91%	Added +4.3k	+4,333 7.6%
15	APPLE INC COM AAPL	AAPL	11,899	$3.4m1.79%	1.79%	Added +8.4k	+8,401 240.2%
16	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	36,704	$2.8m1.46%	1.46%	Added +1.0k	+1,016 2.9%
17	VANGUARD INDEX FDS SMALL CP ETF VB	VB	7,105	$2.2m1.12%	1.12%	Added +14	+14 0.2%
18	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	42,299	$2.1m1.11%	1.11%	Unchanged
19	CAPITAL ONE FINL CORP COM COF	COF	9,294	$1.9m0.97%	0.97%	Unchanged
20	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	10,771	$1.7m0.88%	0.88%	Added +236	+236 2.2%
21	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,430	$1.7m0.87%	0.87%	Added +3	+3 0.1%
22	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	4,837	$1.7m0.86%	0.86%	Unchanged
23	MICRON TECHNOLOGY INC COM MU	MU	1,237	$1.4m0.74%	0.74%	Reduced -15	-15 -1.2%
24	CARPENTER TECHNOLOGY CORP COM CRS	CRS	2,168	$1.3m0.69%	0.69%	Unchanged
25	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	2,715	$1.3m0.67%	0.67%	Unchanged
26	ISHARES TR CORE S&P500 ETF IVV	IVV	1,486	$1.1m0.58%	0.58%	Added +411	+411 38.2%
27	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,361	$1.0m0.53%	0.53%	Added +1	+1 0.1%
28	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	35,960	$996.1k0.52%	0.52%	Unchanged
29	AMAZON COM INC COM AMZN	AMZN	3,759	$895.9k0.47%	0.47%	Unchanged
30	ISHARES TR CORE MSCI INTL IDEV	IDEV	9,447	$840.9k0.44%	0.44%	Unchanged
31	VANGUARD INSTL INDEX FD ULTRA-SHORT TREA VGUS	VGUS	10,564	$799.3k0.41%	0.41%	Added +91	+91 0.9%
32	MICROSOFT CORP COM MSFT	MSFT	1,908	$711.7k0.37%	0.37%	Unchanged
33	VANGUARD WELLINGTON FD SHORT TRM TAX EX VTES	VTES	7,018	$711.0k0.37%	0.37%	Added +871	+871 14.2%
34	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	929	$683.8k0.35%	0.35%	Added +215	+215 30.1%
35	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	2,380	$578.2k0.30%	0.30%	Unchanged
36	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	3,550	$561.1k0.29%	0.29%	Added +3	+3 0.1%
37	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	5,287	$442.8k0.23%	0.23%	Reduced -21	-21 -0.4%
38	ORACLE CORP COM ORCL	ORCL	2,990	$438.1k0.23%	0.23%	Added +5	+5 0.2%
39	ISHARES TR CORE MSCI EAFE IEFA	IEFA	4,439	$428.7k0.22%	0.22%	Unchanged
40	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	1,628	$400.7k0.21%	0.21%	Added +1	+1 0.1%
41	ISHARES TR CORE US AGGBD ET AGG	AGG	4,017	$397.6k0.21%	0.21%	Added +40	+40 1.0%
42	ALPHABET INC CAP STK CL C GOOG	GOOG	958	$338.5k0.18%	0.18%	Unchanged
43	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF	FNDF	6,214	$327.9k0.17%	0.17%	Unchanged
44	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,034	$310.8k0.16%	0.16%	Unchanged
45	ADVANCED MICRO DEVICES INC COM AMD	AMD	534	$310.2k0.16%	0.16%	New
46	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	9,065	$306.8k0.16%	0.16%	Unchanged
47	JPMORGAN CHASE & CO COM JPM	JPM	918	$300.4k0.16%	0.16%	Unchanged
48	SCHWAB CHARLES CORP COM SCHW	SCHW	3,040	$280.5k0.15%	0.15%	Unchanged
49	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	551	$275.7k0.14%	0.14%	Unchanged
50	ISHARES TR SELECT DIVID ETF DVY	DVY	1,548	$241.9k0.13%	0.13%	Unchanged
51	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	4,785	$241.1k0.13%	0.13%	Unchanged
52	UNION PAC CORP COM UNP	UNP	884	$240.3k0.12%	0.12%	Unchanged
53	ISHARES TR RUS 1000 VAL ETF IWD	IWD	946	$229.3k0.12%	0.12%	Unchanged
54	SCHWAB STRATEGIC TR INTL SCEQT ETF SCHC	SCHC	4,597	$221.2k0.11%	0.11%	Unchanged
55	PHILIP MORRIS INTL INC COM PM	PM	1,208	$218.6k0.11%	0.11%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
UBER TECHNOLOGIES INC UBER	UBER	4,746	$341.4k4.7k shares
NETFLIX INC NFLX	NFLX	2,957	$284.3k3.0k shares
COSTCO WHSL CORP NEW COST	COST	260	$258.7k260 shares
LOWES COS INC LOW	LOW	875	$206.7k875 shares